Ewing Morris Investment Partners’ Q4 2021 Investor Letter

Ewing Morris Investment Partners, an investment management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here.  At the end of the fourth quarter of 2021, the firm’s core funds reported the strongest single-year results in its 10-year history, both on an absolute and relative basis, for 2021. The fund’s equity strategies were resilient and protected capital much better than the small-cap index. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.